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| Keyboard |
| JDT Inc
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|---|---|
| CRD # | 146357 |
| SEC # | 801-122790 |
| CIK # | |
| AUM | 158.7 M (2026-02-02) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 859-268-9200 |
| Address | 444 Lewis Hargett Circle, Ste 125 Lexington, KY 40503 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 158.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 668 | 158.7 |
| By Discretionary | ||
| Discretionary | 665 | 151.9 |
| Non-Discretionary | 3 | 6.9 |
| Total | 668 | 158.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.7 | |
| Total | 668 | 158.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 208 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
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OH | 159.1 M |
|
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|
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Plus Group Wealth Advisors LLC
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Radius Wealth Management Inc
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Altar Rock LLC
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|
Private Financial Management LLC
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|
158.7 M | |
|
Advisory Advocates LLC
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|
MI | 158.6 M |
|
Starr-Mathews Financial LLC
✚
|
GA | 158.6 M |
|
Sonoma Private Wealth LLC
✚
|
CA | 158.5 M |